📊 Centralized HubSpot CRM Sales

📊 Centralized HubSpot CRM Sales Pipeline & Performance Dashboard 

When sales data is scattered across multiple spreadsheets and automation tools, business owners struggle to track their active deals, monitor representative performance, and forecast monthly revenue. 

I configured and deployed this custom HubSpot CRM architecture to act as a single source of truth for an active sales team, directly connected to automated backend pipelines. 

Key Architecture Features Built: • Structured Deal Stages: Created customized pipelines tracking leads smoothly from "Inbound Inquiry" to "Qualified Assessment" to "Contract Signed." • Real-Time Data Aggregation: Synced custom dashboard reporting cards that automatically update numbers when backend Make.com or API automations trigger. • Executive Performance Reports: Set up high-level summary charts showing total active deal values, conversion rates, and pipeline health at a single glance. 

The Result: Full pipeline visibility for management, zero lost deal tracking, and an organized sales team that knows exactly which customer to follow up with next.